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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,802 | $180,459-31.9% | $154,108-20.3% | $135,380-9.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.86% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $9,624 | $6,035+59.5% | $5,298+81.7% | $4,779+101.4% |
| Participant deferral / active EE | $11,344 | $5,806+95.4% | $5,081+123.3% | $5,609+102.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |